Services
We don't believe in one-size-fits-all bookkeeping. Our process is tailored to give you the best experience possible, so you're not paying more than you need to be.
How It Works
1. Discovery
We begin with a conversation. We'll ask about your business structure, systems, pain points, and challenges. We want to understand your business and your needs.
2. Tailored Proposal
Using what we learn, we craft a customized proposal built from the individual services we offer. You get exactly what you need—nothing more, nothing less. Clear scope. Transparent pricing. Real solutions.
3. Ongoing Partnership
Once we’re working together, we’re not just ticking boxes—we’re actively supporting your financial success. Need to adjust or add services as you grow? No problem.
Below is a menu of service offerings we can mix and match based on your needs. After a discovery call, your proposal will include the perfect combination to meet your unique goals.
Bookkeeping & Tax Readiness
Foundational services that keep your books clean, consistent, and closed on a predictable schedule—ready to hand off to your tax professional at tax time.
- ACCOUNTS MAINTENANCE - Keeping transactions organized and categorized consistently in QuickBooks Online so your books are ready for review each month. *
- MONTHLY RECONCILIATIONS - Matching your books to your bank and credit accounts so balances are accurate and issues get caught early.
- MONTHLY FINANCIALS - Delivering clear monthly reports (Profit & Loss, Balance Sheet, and Cash Flow Statement) so you can see how you’re doing.
- TAX PREPARATION SUPPORT - We prepare year-end financial reports and provide finalized bookkeeping data for your tax professional. Journal entries can be recorded upon request, and we’ll close the books for the year once everything is finalized.
Cash Flow Support
Services focused on money in and money out. Designed to help you track receivables and payables so cash flow is easier and you know what's owed to you and what you owe.
- INVOICES & PAYMENTS TRACKING (A/R) - Tracking invoices and payments so you know what’s outstanding and can reduce aging receivables.
- BILLS & VENDOR PAYMENTS TRACKING (A/P) - Tracking bills and due dates so you can plan cash needs, avoid late fees, and stay current with vendors. **
- BUDGET CONSULTING - We help you build a practical, goal-oriented budget and review performance against it periodically, based on the cadence we agree on.
Business Support & Reporting
Support for key business admin tasks, deadlines, and deeper visibility. We tailor these based on your business requirements and goals.
- PAYROLL PROCESSING - Payroll support and coordination based on your approved payroll data, ensuring payroll activity is recorded correctly in your books and aligns with your workflow and provider. †
- 1099 PROCESSING - Contractor tracking throughout the year and annual 1099 preparation/filing support so you’re ready before January deadlines hit. ‡
- SALES TAX REPORTING - Reviewing and recording your sales records, calculating total tax due for each reporting period, and preparing documentation or reports for submission to your designated tax authority.
- RETIREMENT COORDINATION - Coordinating with your retirement plan provider or financial advisor to ensure contributions are recorded accurately and integrated with your payroll and bookkeeping systems.
- AI-ASSISTED CUSTOM REPORTS - Developed by our staff using the latest AI-assisted technology to get deep insight into your financials.